"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

While inflation for September was above market expectations, one data point doesn’t make a long-term trend.

The latest CPI data for May was lower than the April number and was also below market expectations.

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

US inflation is subsiding and this could be positive for bonds

Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...